The Future of Financial Planning: Six Trends to Watch in 2023 and beyond - S4E25

The world of financial planning is in a flux, evolving faster than ever. As we journey through 2023, there are pivotal shifts underfoot that every financial planner needs to be privy to. In this episode, dive deep with me as I dissect six groundbreaking trends that are reshaping our industry. From the psychological nuances of financial decision-making to the intricacies of global financial landscapes, we'll journey through the shifts that promise to redefine our profession. 📌 Key Highlights: The emotional undertones driving financial choices. The power of hyper-personalisation in crafting bespoke financial solutions. Mastering CRM systems: Beyond mere data handling. Navigating the vast sea of cross-border financial planning. The art and science of mastering firm management. Safeguarding legacies: The pivotal role of succession planning. For an even deeper exploration, remember to sign up for the PROpulsion Summit 2023: ASCEND. But for now, sit back, grab a notepad (trust me, you’ll need it!), and let’s future-proof your financial planning approach together. 👍 Like, 💬 Comment, & 🔔 Subscribe for more insights into the world and business of financial planning. And don’t forget to share your observations and experiences on these trends in the comments below! Let’s foster a community where we learn, grow, and shape the future together. Also, enjoy our usual segments: 📃 Current Affairs brought to you by the FPI 🧘‍♀️ Coach's Corner with Norma Simons 🎯 Brand Works with Rizanne Oosthuisen and ProfileMe 🎤 Quick Announcements 📺 Featured Topic 📚 Lucky draw - win a book! --- PROpulsion Summit 2023: ASCEND --- Summit Info: https://www.propulsion.co.za/propulsi... Summit Agenda: https://www.propulsion.co.za/propulsi... --- WhatsApp Marketing Masterclass --- Join the Wait List Now: https://www.propulsion.co.za/whatsapp... --- Find our content valuable? Please subscribe to the YouTube channel --- Click the SUBSCRIBE button above --- Learn more about PROpulsion --- https://www.propulsion.co.za/community --- Connect with Us --- Website: http://www.propulsion.co.za PROpulsion Portal: https://hello.profileme.co.za/propulsion Whatsapp: https://www.propulsion.co.za/whatsapp Twitter:   / propulsionlive   LinkedIn:   / francoisdtza   Instagram:   / propulsionlive